Net Unrealized Appreciation

By Michael Cohn
August 6, 2013

Mike Piershale

Mike Piershale, president of Piershale Financial Group, talks about the tax advantages of net unrealized appreciation, a strategy that allows investors with appreciated company stock in a retirement plan to avoid a large income tax hit by rolling their company stock into a non-retirement account, potentially paying lower taxes on the gains at the long-term capital gains tax rate.


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